Jessica Marie Sowers

Mason Roach is a Series 66-licensed financial advisor with Osaic Institutions, Inc. He began his advisory career in 2026 and has prior work experience in banking and telecommunications. Prior to entering the financial industry, he held positions at The Bank of Romney and US Cellular/ANW Wireless. Osaic Institutions, Inc. is an SEC-registered investment adviser serving individuals, retirement plans, trusts, estates, and corporate clients through a network of investment adviser representatives. The firm offers customized advisory services and financial planning, with a hybrid adviser/broker-dealer structure and access to alternative investments and lending solutions.

Adam Carlin is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He previously worked at Avantax Advisory Services and operates his own public accounting firm, Adam M. Carlin CPA, PLLC. Outside of his advisory work, he participates in the Rotary Club of Romney, West Virginia. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to numerous program structures and third-party managers.

Michael Freiman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves on the boards of the Field of Firsts Foundation and the University of Maryland College Park Foundation, participating actively in their investment committees. He is also involved with Zuma4Productions, a commercial, music video, and film production company. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.

Rodney Barker is a financial advisor at Edward Jones with 12 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Patrick Cunningham is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and 34 years of industry experience. He has been with LPL Financial since 2002. Outside of his advisory work, he provides notary services on a voluntary basis for clients. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of representatives. The firm offers a range of advisory programs, financial planning services, and brokerage solutions, utilizing both discretionary and non-discretionary management supported by internal and third-party research.